Meet the Team

We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio management and financial planning tools accessible to all.
Ryan Tristan Chiu
Digital Media & Software Developer

Pauline Shum Nolan, PhD
Co-Founder & CEO

Simiao Zhou, PhD, CFA
Director of Research &
Senior Software Developer

Jasmin Kassas, iBBA
Projects & Marketing

Ryan Tristan Chiu, BAH
Software Developer & Digital Media

Michelle Gong
Full-Stack Software Developer


Pauline Shum Nolan, PhD
Founder & CEO

Eddie Wang, MSc
Front-end Software Developer

Preet Banerjee, MSc
Director & Partner


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Finalist...